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J
JORGE123
Level 2
February 24, 2025
Question

1095-A Covered vs Recipient

  • February 24, 2025
  • 1 reply
  • 10 views

Filing taxes for a client that shows as ONE out of 3 other individuals under "covered individual" on form 1095-A.  The recipient on this form is not my client, is another family member.   How do I report on Proseries that my client had Obamacare coverage during 2024, yet the coverage was for 4 different individuals and he is not the main one

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1 reply

T
TaxGuyBill
Level 15
February 24, 2025

The recipient does not matter.

If your client is not a dependent, you will need to enter the 1095-A on his tax return and fill out the allocation section.

If you are not sure how to allocate, it depends on the situation.  You can start reading on page 17 of the Instructions for Form 8962 to see which of the 4 Allocation Situations apply, then read the details of that situation.

https://www.irs.gov/pub/irs-pdf/i8962.pdf#page=17

 

    J
    JORGE123Author
    Level 2
    February 25, 2025

    Thanks for taking the time to respond.   Much appreciated.   Will look into it.   Thanks again

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